At roughly $118,000, Bitcoin stands at a crossroads, where fresh liquidity and a faltering dollar might converge into a gale. To the value investor, this is no mere speculation but a test of patience, a moment where history whispers of opportunity to those who listen.
Avant tout, ce que l’on remarque, c’est une organisation du marché en pleine évolution, comme un bal masqué où chacun dévoile son vrai visage petit à petit. Les grandes banques et fonds d’investissement, telles des gazelles savantes, amassent des parts grâce aux ETF Bitcoin. La crème de la crème financière a déjà choisi ses favoris. Et même si le BTC ne grimpe plus aussi vite qu’au printemps — un peu comme un chien qui fait du surplace — cela ne signifie pas qu’il s’endort définitivement. Au contraire, c’est souvent dans cette quiétude relative que les véritables stratégies se préparent, derrière le voile de l’indécision.
Will there be another split before 2025 ends? Let’s find out. Or don’t. The future is a mystery wrapped in a spreadsheet.
Imagine a storied old chef deciding to split his kitchen into two—each specializing in its own cuisine—hoping that one can flourish without the other dragging it down. That’s what Medtronic is doing with its diabetes care unit. This division, announced recently, is set to become a standalone, publicly traded entity. The logic? Well, while diabetes devices have been nudging forward faster than the rest of Medtronic’s platter, they’ve also held margins hostage, much like an overenthusiastic guest who hogs the last slice of cake. During 2025, this segment contributed 8% to total revenue but only 4% to operating profits—meaning it’s a good revenue source but not quite the cash cow management wants. The rest of Medtronic’s business isn’t exactly sprinting ahead either, but it’s more profitable. So, by shedding the slower-growing, more expensive-to-manufacture bits, and focusing on higher-margin opportunities, the company hopes to better navigate the tightrope of tariffs and macroeconomic upheavals. Plus, it’s relaxing the grip on its consumer-facing side, perhaps acknowledging that the healthcare world is more complicated than simply selling to hospitals—think of it as moving from a busy train station to a more manageable boutique.
The AI arms race is no longer a metaphor—it’s a full-blown psychotic break. And the tickets are priced in volatility.
In this dry season—this hard-turning world—three names drift in with the promise of storms yet to break: Alibaba (BABA), Lululemon Athletica (LULU), and VF Corp (VFC). The buying of stocks is an old act in a new world, and the wise smallholder invests not in a dream but in the possibility that the cards may, for once, break kindly.
Over 19 million PI coins were released into circulation on August 1, which is like a small country’s population in terms of digital currency. The price dropped 13.75% in 24 hours, and over 20% in a week. Investors are now worrying so much they’ve started whispering to their coins for reassurance. 🧠
Because nothing says ‘trust me’ like building an independent, high-performance server right out of Manhattan—New York’s concrete jungle’s latest shiny thing—powered entirely by 256GB of RAM (which is roughly enough to run the moon and part of Mars at once), AMD 9950X (a CPU that sounds like a secret agent codename), SSDs that likely contain the secrets of the universe, and a 10GB internet connection that practically bowls over your average cable provider. All on Ubuntu LTE—because who doesn’t like a Linux flavor that sounds like a supermarket chain? And yes, it’s optimized for maximum uptime, or at least as close as you can get without invoking the spirits of server uptime past.
Amazon (AMZN) isn’t just selling you books anymore—it’s selling you algorithms. While its online stores and third-party sellers still dominate revenue, the real magic happens in AWS, where AI is the glitter glue holding the whole shebang together. Management’s $100 billion CAPEX splurge in 2025? Less a budget line and more a love letter to silicon.
AbbVie (ABBV) isn’t just a Dividend Champion; it’s a Dividend King. Because why stop at 25 years when you can stretch it to 53? Its 3.39% yield is as comforting as a warm blanket made of shareholder expectations—and just as likely to catch fire. I’m keeping an eye on it because nothing excites me more than potential tariffs on pharmaceutical imports. President Trump’s latest threat to turn drugmakers into fiscal piñatas? Let’s just say it’s the kind of chaos I’d bet on a roulette wheel with three extra zeros.